If you’re self-employed, you may find that you’re so busy working to build your businesses, that you neglect retirement planning. But not having an employer 401k doesn’t mean there aren’t options to prepare for your future in retirement…..

There are numerous motives folks have for making a change to their existing home loan. Check out the list we've compiled below to see if any apply to you.....

In a previous article, we provided info on the Backdoor IRA, which is a technique to help higher earners contribute to Roth IRA’s. In this article, we referenced a way to get around the one limitation with Backdoor IRA’s…..

Roth IRA contributions are limited in eligibility based on your filing status and corresponding income. As a result, many folks don't believe they're allowed to contribute to Roth accounts. But there's a way around this limitation.....

Below is an effective strategy for accomplishing major financial goals, and one that is easy to work into your budget.....

We frequently receive the question from married couples about whether they should file Joint or Separate on their taxes. So, what's the best filing status for you?

What next step should you take with surplus funds? This is an age old question that has been debated for years. Depending who you ask, you'll get a different answer. Our answer might surprise you.....

For many years, every home loan required an appraisal to support the value on a home. This is no longer the case! There are numerous benefits, including not needing to verify your home value for a refinance.....

With the stock market at lofty levels, many investors have portfolios with huge gains sitting inside them. This is great, until you have to pay the taxes!

For the last few years, home loan interest rate updates have mostly involved mention of rate increases. But things have changed in the past few months. Read below for further details and how this may benefit you.....